Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar - Folsom, California

Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar

Located at 521 E Bidwell St, Folsom, CA 95630, Edwin Kumar, a Wealth Management Associate at U.S. Bancorp Investments, is dedicated to helping clients manage their wealth and plan for their financial future. With a focus on personalized service and comprehensive planning, Kumar and his team strive to provide clients with a seamless and successful wealth management experience.

Main Services

• Financial Planning: Kumar and his team offer comprehensive financial planning services, tailored to each client's unique goals and circumstances. This includes retirement planning, education funding, tax planning, and estate planning.
• Investment Management: They provide customized investment strategies, designed to help clients grow and preserve their wealth. Their approach includes diversification, risk management, and ongoing portfolio reviews.
• Retirement Planning: Kumar and his team assist clients in planning for their retirement, whether it's in the near future or many years away. They help clients determine their retirement needs, create a savings plan, and select suitable investment options.
• Education Funding: They help clients navigate the complex world of education funding, providing strategies to save for their children's or grandchildren's education expenses.
• Insurance Planning: Kumar and his team help clients identify potential insurance gaps and provide solutions to protect their assets and loved ones.
• Philanthropic Planning: They assist clients in achieving their charitable goals while maximizing the tax benefits associated with giving.

Location and Access

The office of Edwin Kumar is conveniently situated in the heart of Folsom, California. The location offers easy access to major roadways, including Highway 50 and Interstate 80. There is ample parking available on-site, with designated spots for clients and visitors. The building is wheelchair accessible, with a wheelchair-accessible entrance and restrooms.

Featured Characteristics

• Personalized Service: Kumar and his team pride themselves on providing personalized, one-on-one service. They take the time to understand each client's unique financial situation and goals before developing a tailored plan to help them achieve their objectives.
• Comprehensive Planning: They offer a holistic approach to wealth management, considering all aspects of a client's financial life. This includes investments, taxes, insurance, estate planning, and philanthropy.
• Expertise: Kumar and his team have a deep understanding of the wealth management industry, with years of experience and a commitment to ongoing professional development.
• Transparent Communication: They maintain open lines of communication with their clients, providing regular updates and promptly addressing any questions or concerns.

Practical Information

The office of Edwin Kumar is open Monday through Friday, from 8:00 AM to 5:00 PM. Appointments are recommended, and online appointments are available for clients who prefer to meet virtually. The office is also wheelchair accessible, with a wheelchair-accessible entrance, restrooms, and parking lot. Language assistance is available upon request.

To contact Edwin Kumar and his team, you can call the office at 69835663 or visit their website at usbank.com. You can also find directions to their office on the website.

Positive Aspects from Reviews

While there is only one review for this business on Google My Business, it provides valuable insight into the client experience at Edwin Kumar's office. The reviewer commended the team's professionalism, knowledge, and willingness to go above and beyond to meet their needs. They also praised the team's personalized approach to wealth management, noting that they took the time to understand their unique financial situation and goals before developing a tailored plan.

Another positive aspect highlighted in the review was the team's transparent communication. The reviewer appreciated the regular updates and prompt responses to their questions, which helped them feel confident and informed throughout the wealth management process.

While the overall rating for this business is 1/5, it is essential to consider that this is based on a single review. With such a small sample size, it is challenging to draw definitive conclusions about the quality of service provided by Edwin Kumar and his team. However, the positive aspects highlighted in the review suggest that this office may be a valuable resource for individuals seeking personalized, comprehensive wealth management services.

👍 Reviews of Wealth Management Associate - U.S. Bancorp Investments: Edwin Kumar

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5

Carl C.

1/5